5049 Investment Management Jobs - Page 29

The MosaiQ team manages a centralized investment platform that delivers quantitative and investment-centric data, APIs, and full-service applications used by multiple investment teams within Franklin Templeton. Producing scaled, cost-effective, and industry-leading solutions for investment management and advisory teams is critical to the core value Franklin Templeton offers its clients. We are accountable for our work and each other, ensuring stable, performant, and reliable solutions that give stakeholders a competitive edge. Collaboration is at the heart of our approach, with deep partnerships across business units to guarantee that what we deliver enables their teams outperformance. Mosai...

Job Summary We are looking for an experienced SAP Project Systems (PS) Consultant to support and enhance our SAP PS landscape, with a focus on large-scale construction and real estate projects. The role involves configuration, process optimization, and user support within SAP PS, along with integration across key SAP modules like FI/CO, MM, SD, and PM. The ideal candidate must have hands-on experience with budgeting, cost tracking, resource planning, and revenue recognition functionalities specific to the construction domain. Only candidates available to join within 15 days will be considered. Must-Have Skills (Mandatory) 10+ years of experience in SAP PS (Project Systems), especially in con...

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. JD for Retirement Senior Position Working as part of the Consulting team, you will take part in engagements related to a wide range of topics. Some examples of domains in which you will support our clients include the following: Defined Benefits Operations (E.g. - Benefits calculations, Benefits Review), Benefits Calculation for Retirement, Termination, Disability, Death, Divorce. ERISA Compliance - US Retirement Plan Testing (ADP & ACP Testing, Corrective Distrib...

Responsibilities: * Manage investment portfolios, analyze market trends & optimize returns. * Develop investment strategies, implement asset allocation plans. *Ensure portfolio growth & compliance *Manage family accounts & diversified investments Travel allowance House rent allowance Maternity benefits in mediclaim policy Health insurance Life insurance Annual bonus Performance bonus Mobile bill reimbursements Leave encashment Provident fund

About your role The successful candidate would be expected to provide application second line support services for trading platforms used by investment management business users. The role requires the candidate to be able to perform the following prime functions: Incident management: Troubleshoot production issues and find root cause through analysis. Candidate needs to provide resolution or escalate the incident to appropriate support team within defined service level agreement (SLA). If escalated, then drive the resolution by following-up with appropriate support teams until the resolution or recovery is provided to business. Problem & change management: Identify and drive the production c...

Role & responsibilities: Conduct corporate, legal, and regulatory due diligence for proposed investments across domestic and international jurisdictions. Review and validate entity documents, shareholding structures, compliance status, statutory filings, and governance records of target companies. Prepare due diligence reports and risk summaries highlighting legal exposures, compliance gaps, and red flags. Coordinate with legal firms, consultants, banks, and internal teams for information gathering, verification, and documentation . Maintain and update investment information repositories , corporate records, and cross-border compliance trackers. Support evaluation of investment documentation...

As a Functional Consultant in the CT SAP Domain team at EY, you will play a crucial role in providing leadership, functional knowledge, and configuration skills to build EY Proprietary applications on top of SAP products. Your responsibilities will include delivering in a hybrid systems environment, engaging with partners and service providers, and participating in Agile processes as part of a stable team. **Key Responsibilities:** - Provide leadership, functional knowledge, and configuration skills for building EY Proprietary applications on SAP products - Deliver in a hybrid systems environment, including SAP On-Prem products, SAP Cloud Platform, and SAP Cloud products - Engage with partne...

Role Overview: You are an experienced and proactive Team Leader joining the Platform Control & Violation Management (PCVM) team at a global digital transformation solutions provider. Your role involves leading a high-performing team responsible for Investment Restriction Compliance Management, including violation oversight, guideline onboarding, and query resolution. You will manage key relationships with Investment Desks, Product, and Client Executives across all asset classes, ensuring compliance with investment guidelines and maintaining a robust control environment. Your strong leadership, technical expertise, and risk management mindset will enable you to influence stakeholders and driv...

As a Senior Technical Writer at RedBlack, you will play a crucial role in the success of the flagship investment management platform by creating high-quality documentation. Your responsibilities will include: - Writing technical documentation, internal documentation, end-user documentation, online help, API documentation, tutorials, knowledge base articles, troubleshooting guides, and release notes. - Collaborating with developers, quality engineers, product owners, and UX designers to enhance product usability. - Learning about the investment management domain, gaining comprehensive knowledge of the product, and understanding how clients use the product and the documentation they require. -...

As a leader among global investment managers specializing in alternative investments, you will be responsible for managing functional teams for Fund Treasury activities. Your key responsibilities will include: - Ensuring processes and deliverables have well-defined success criteria and are completed timely and accurately - Creating transparency on operational activities through dashboard reporting tools and consistent communication - Monitoring SLAs across functional processes and identifying trends for improvements - Managing escalation management and communicating with banking partners for issue resolution - Collaborating with teams across the CFO Finance organization to identify opportuni...

As an Investment Operations Manager at Wealth Insight, located in Bengaluru, your primary role will involve managing day-to-day investment operations, ensuring accuracy in financial transactions, preparing reports, and ensuring compliance with regulatory standards. You will also be responsible for overseeing investment portfolios, collaborating with internal teams, and driving operational efficiency within the investment management processes. Key Responsibilities: - Manage day-to-day investment operations - Ensure accuracy in financial transactions - Prepare reports and ensure compliance with regulatory standards - Oversee investment portfolios - Collaborate with internal teams - Drive opera...

Role Overview: As a Senior Wealth Manager at JM Financial Ltd. in Coimbatore, your main responsibility will be to offer personalized financial planning services to clients. You will be managing investment portfolios, providing expert guidance on finance and insurance products, and developing tailored investment strategies to help clients achieve their financial goals. Your role will involve assessing the financial needs of clients, monitoring portfolio performance, and staying up-to-date on financial market trends and products. Building and maintaining long-term relationships with clients will be a key aspect of your role. Key Responsibilities: - Assessing financial needs of clients and deve...

Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1400 employees and offices in 24 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture For additional info...

Dear Applicants, Greetings from Teamware Solutions! Position: Business Development (Investment Banking) Experience: 3-5 Years Location: Mumbai, Bangalore (Apply if you are in mentioned location) Notice Period: Immediate Joiners only Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: As part of the Global BDS team, the individual is responsible for the following: 1. Work closely with a dedicated team of professionals whose primary responsibilities are to manage the client questionnaires. 2. Complete client questionnaires and liaise with Sales, Product Specialists, and other relevant departments to collate required information. 3. Work with global team...

As one of the world s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. Job Description Your Team: The Invesco Internal Audit function provides independent assurance, advisory, and investigative services for the organization. \ Partnering closely with business leaders, the department focuses on the most critical...

As one of the world s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. Job Description Your Role The Regulatory Reporting Specialist is responsible for preparing, analyzing, and submitting various regulatory reports to relevant authorities. This position requires a strong understanding of regulatory requirement...

As one of the world s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. Job Description Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly. Your Team [Department summary...

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients. Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products. Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio. Ensuring 100%compliance of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training/workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop p...

Job Title: Financial Planner (Female Candidates Only) Location: Navi Mumbai (Candidates from in and around Navi Mumbai preferred) Experience: 12 years Qualification: CFP Certification is mandatory About V-Financial Services V-Financial Services is an all-women-led wealth management firm serving HNI and corporate clients. We specialize in financial planning, multi-asset investments, tax planning, retirement planning, and comprehensive client advisory solutions. Key Responsibilities Prepare and present comprehensive financial plans across multiple asset classes. Handle tax planning for individual and HNI clients. Manage client relationships , ensuring timely communication and advisory support....

Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase...

Position: Associate Business Development Services (Investment Management) Location: Bengaluru We are hiring for an Associate role with a leading global investment management firm. The role involves managing and completing client questionnaires across various asset classes and coordinating with global teams. Responsibilities: Complete client questionnaires and RFP documents by gathering information from Sales, Product, and other internal teams Maintain and update the content library regularly Work with global stakeholders to ensure accuracy and timely delivery Manage multiple tasks effectively in a fast-paced environment Skills Required: Excellent communication and writing skills Strong proje...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

As the Chief Financial Officer (CFO) at our organization based in Chennai, you will be responsible for overseeing all financial operations, strategic planning, and fiscal management. Your role will involve leading budgeting, forecasting, fund management, financial reporting, and investor relations to ensure the financial health and long-term growth of the company. The ideal candidate for this position should possess strong business acumen, leadership skills, and experience within the media and entertainment ecosystem. **Key Responsibilities:** - Lead and manage all aspects of financial strategy, planning, and analysis. - Oversee accounting, budgeting, taxation (GST, TDS, Income Tax), and aud...

**Job Description:** As a candidate, you should email hr.afs.rajkot@gmail.com for the detailed Job Description. Make sure to read the Job Description carefully before applying for the job. - Job Type: Full-time - Work Location: In person,

As a Business Analyst in our company, you will play a crucial role in the investment management domain, utilizing your expertise in various technologies. Your responsibilities will include: - Liaising with business users to gather and analyze requirements - Collaborating with the internal technical team as needed - Working closely with other teams and team members - Identifying areas in business operations that require improvement and proposing enhancement plans - Participating in business planning meetings to prioritize needs and set goals - Assessing business challenges and risks to develop mitigation strategies To be successful in this role, you should have: - 2 to 3 years of experience a...